Sales process

Turn your leads you into committed customers.

Visualize your sales funnel

You see your sales funnel as clear as day.

Model any process (credit, leasing, insurrance, investment). Include your own steps. Provide Sales Opportunities step by step and turn your leads into committed Customers who will buy an another product from you.

Berg System gives you everything you need to have an effective team. With no unnecessary appointments of calls and no software that’s too complicated.

Sales process

You are always know at which stage your negotiations are and what tasks should be done.

Create tasks that should be done by a trader to increase your chance to win and assign them to every step of process. Add events and a file with attachments.

Plan your sales basing on an amount of potential customers that actually are taking part in a process. Analyse reason of failed opportunities and follow up the effectiveness of conversions at every step.

Sales process

Anlayze to win more often

Plan your sales basing on an amount of potential customers that actually are taking part in a process. Analyse reason of failed opportunities and follow up the effectiveness of conversions at every step.

Sales process

Estimate results of your Team’s sales

Due to Sales process’ view you know how big is and how big will be the value of sales in the forthcoming period. The view that’s devided into months allows to compare each to any other.

 

It operates on all sorts of products

The System operates with all insurance, financial and investment products.

Full flexibility in setup

Add your own fields and forms

Filled fields validation

Require filling in blanks

Comprehensive settings processes

Business processes and sales funnels created flexibly

GDPR & Security

GDPR compliance. Security level comparable to a banking systems’ one.

Access from any device

Access from any device

Different access permission for each employee

Different access permission for each employee

Integrations

Integration with tools you already use!

What could happen if system analyzes your sales process by itself and gives you tips to increase results?

See how Berg System's implementation helped our customers to improve their sales